Virtual Relationship Manager- First Abu Dhabi Bank, Dubai
JOB PURPOSE:
To manage and grow a portfolio of profitable borrowing and non-borrowing customer base in defined geographical markets in pursuit of specific sales, service, growth and opportunity targets.
KEY ACCOUNTABILITIES:
§ Meet and exceed monthly target objectives across portfolio growth and revenue
§ Focus on activation and management of dormant/inactive customers
§ To be abreast with all policies, products and processes to ensure superior client on boarding experience
§ To proactively participate in Learning, Development and training programmes of the bank in order to be effective sales personnel
§ Ensure strict adherence to all KYC, Compliance policies and other processes as stipulated
Job Context
§ Financials
o Manage portfolio of 400-500 customers comprising of customers primarily non borrowing customers
o Achieve monthly& annual KPI objectives (Portfolio, Revenue, X-sell and Activations)
o Cross sell bank products (New accounts, Assets, Trade, FX and Bancassurance) to increase product penetration across customer portfolio
o Refer and upgrade customers to other units within the segment viz. Sales & Coverage RM
o Ensure penetration in the market through focus on New to Bank referrals from existing customers
o Maintain Daily Sales Reports on business performance for review
§ Customers
o Be commercially effective in the role and consistently keep customer/client as focus & ensure excellent customer service by delivering quality client on-boarding experience
o Ensure timely updation of KYC and conduct due diligence
o Ensure thorough knowledge of all product, policies and processes in order to achieve superior client on boarding experience
o Effectvely manage current account excess and account conduct management
o To ensure no mis selling to customers by offering products/services transparently as per customer requirements
o Understand and resolve/escalate customer redresses to ensure timely resolution
§ Learning & Growth:
o Participate in the assigned People Development and Learning & Development programmes. Take accountability for own development by active enrolment and participation with close coordination with respective Unit Manager
o To ensure participation in assigned training, Learning & Development programmes
o Awareness to competition offerings and offer suggestions to line manager to improve product/ processes
§ Internal Processes:
o Ensure strict adherence of prescribed Sales & Compliance processes as per Bank's policies.
o Adherence to governance & controls to proactively identify, manage and minimize/mitigate potential losses
o Adhere to agreed SOP’s across applicable areas
o Adherence to all prescribed internal processes to ensure satisfactory Audit Ratings
Health & Safety:
§ Adherence to policies, processes, and procedures of the Bank pertaining to Health & Safety.
8. FRAMEWORKS, BOUNDARIES, & DECISION-MAKING AUTHORITY:
§ Propose and recommend decisions as per the approved authorisation matrix.
§ Functions within the framework and boundaries of Group policies as well as overall organisational and governance frameworks.
Qualifications
QUALIFICATIONS & EXPERIENCE:
Minimum Qualification
§ Bachelor’s Degree in Business Administration, Finance, Banking or a related major field of study is preferred
Minimum Experience
§ 3 years’ relevant experience in the Corporate, Commercial or Business Banking in similar positions of managing customer base in the identified target segment.
Apply Here:
https://jobs.smartrecruiters.com/FirstAbuDhabiBank/743999772223866-virtual-relationship-manager
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